Life Settlement Product Structuring and Design

When structuring products for institutional investors, Wharton Advisors Corp. creates segregated portfolios for each client. This allows the organisation complete control over their product, and reduction of risk from co-mingled pooled structures. This service focuses on ensuring that every aspect of the longevity product is right for the client’s situation and matches all of their requirements.

The bespoke management of the solutions make it possible for Wharton Advisors Corp. to develop :
Tax efficient structures for different jurisdictions
Open or close ended structures
Expected levels of risk and return inbuilt to structure

Service Portfolio

Product Structuring